CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$577M
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,473
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$8.99M
3
+$8.21M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.15M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$4.05M

Top Sells

1
+$9.44M
2
+$7.47M
3
+$6.95M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.04M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$3.09M

Sector Composition

1 Technology 5%
2 Consumer Discretionary 3.49%
3 Financials 2.88%
4 Industrials 2.69%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
– –
-1,865
1427
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-700
1428
$0 ﹤0.01%
15
1429
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0
1430
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1431
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-108
1432
$0 ﹤0.01%
+4
1433
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-500
1434
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-98
1435
$0 ﹤0.01%
1
1436
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-1,305
1437
– –
-2,270
1438
– –
0
1439
– –
-42,065
1440
– –
-150
1441
– –
-50
1442
$0 ﹤0.01%
12
1443
– –
-69
1444
– –
-149,624
1445
– –
-140
1446
– –
-7,616
1447
– –
-184
1448
$0 ﹤0.01%
7
1449
– –
0
1450
– –
-250
55 56 57
58
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